DaSilva7

@adammarkowitzEA 87,000 new IRS agents to go after the several hundred billionaires? Is that public school maths again?

@priceacarter You’re doing an awesome job as a dad and husband. This is your purpose. God bless you all.

Today has been 1 of the hardest days of my life as my dad. Today Baylor went for appointments at Children’s Mercy and he finally has realized he will be different all his life. He has sobbed, asking why nobody is like him. Why it won’t go away.. There is no pain like this 💔

@saylor Relentless execution.

$MSTR has acquired 15,355 BTC for ~$1.42 billion at ~$92,737 per bitcoin and has achieved BTC Yield of 13.7% YTD 2025. As of 4/27/2025, we hodl 553,555 $BTC acquired for ~$37.90 billion at ~$68,459 per bitcoin. strategy.com/press/strategy…

@PunterJeff @saylor @tnorth That chart updated to scale in 2035 is going to be hilarious. $BRK.A 📝📝📝

$MSTR has the 12th largest corporate treasury Most well run companies in the world don’t know what to do with their money. They make money and throw it away Keep your money & capitalize on Bitcoin 🟩👆🏼

@Croesus_BTC @tnorth 🫡

Strategy is a pump - designed to accelerate the flow of capital from Bonds into #Bitcoin . That’s the mental model to best understand what Strategy is doing. The other night, I shared this breakdown with 40,000 livestream participants on @tnorth. Saylor retweeted the broadcast. He wants you to know what he’s doing…. Saylor recently said in an interview “Look, we’re tapping into the bond market… there’s $300T in fixed income, so I want 1% of it.” He knows there is $300T of capital sitting in Bonds getting not great returns. He shares my chart (see image) in all of his presentations because it sets the stage for what Strategy is designed to do. It's what @BitcoinPierre coined the "speculative attack." As of now, 10-year US Treasury bills deliver 4.2% annually. Other bonds, a bit more than that. Meanwhile, Saylor expects Bitcoin to grow at +50% per year in the near term (and slowing down gradually from there). Legendary investor Paul Tudor Jones came to a similar conclusion, forecasting Bitcoin as "the fastest horse this decade". Strategy is leveraging that performance gap between Bonds and Bitcoin for the benefit of its shareholders. To date, they’ve done that by issuing individual Convertible Notes to institutional buyers. But, the Convertible Note market is just 2% of the overall Bond market. Now, Saylor will be able to tap into the rest of it. $300T of capital is looking for stable, reliable, mid-single-digit returns every year. Strategy is willing to offer that, and better. With $STRK and $STRF, Strategy is offering 10% and 11.8% annually, respectively. When fixed income portfolio managers take them up on that offer, they buy $STRK or $STRF shares. In doing so, they hand over dollars to Strategy in exchange for the promise of 10-12% reliable annual yield. Strategy takes those dollars and buys Bitcoin. Saylor knows that Bitcoin’s growth will vastly outpace the 10-12% annual interest expense on this debt (in the form of dividends). Sure, it will be volatile along the way, but the average performance over a 4+ year timeline is what matters. How much money would you borrow if it cost you 10% per year and you could make 50% per year with that capital? As much as you possibly could. And how much capital getting reliable, mid-single-digit annual returns would be interested in reliable, 10-12% annual returns instead? At least 1% of that capital pool, in Saylor’s estimation. That comes out to $3T of capital sitting in Bonds that Saylor expects to be able to attract to his new $STRK and $STRF offerings. What that means for $MSTR shareholders... Saylor expects to add $3T of Bitcoin to the balance sheet over the coming years. All of it will deliver accretive dilution, meaning +BTC Yield to shareholders. And what that means for Bitcoin is just as wild. Bitcoin is a $2T asset right now. Strategy - just a single company - expects to deploy $3T of buying power over the coming years. To date, Bitcoin’s growth has come from the natural, osmotic flow of capital from existing asset buckets to Bitcoin. What that requires is individuals actively deciding to re-allocate some of their portfolio - for example, selling some of their Bonds, then using that money to buy Bitcoin. This osmotic process will continue as Bitcoin de-monetizes other asset categories while it monetizes as the most attractive store-of-value asset in human history. And now, Strategy has turned itself into a pump to accelerate that osmotic flow. And with the launch of STRK and STRF, they have greatly upgraded their machinery. The result will be millions of $ per Bitcoin and Strategy becoming the most valuable company on earth. Are you paying attention?

@elonmusk Focus on healthcare administration waste and abuse. Cap all CMS allocations at 15% for admin/overhead.

This is a good question. What would you do?

@ChaseDaniel Get that BBQ waffle bowl on your right!!

Disney World with the family!

@CharlesCol23724 @ArrowheadLive Wut?

@ArrowheadLive Well make yourself aware -- go watch #62

After the Chiefs drafted Felix there wasn’t a single OT drafted in the next 60 picks until wait for it…the Chiefs took Wanya Morris. So, they did take the top available OT on their board, and Felix.

@MitchSchwartz71 It’s not. Mahomes has faced 2 of the Top 5 most dominant defensive performances in Super Bowl history. The ‘other guy’ never squared up with that level of difficulty.

Someone is going to have to explain to me how a 29 year old’s legacy is tarnished because after the best 7 year start to a career and getting closer than anyone in history to winning 3 straight Super Bowls, one bad game from basically the entire team diminishes that legacy??

@BarryOnHere With that DL pressure, even Rex Grossman could have led that Eagles team to victory.

Tom Brady never got blown out in a Super Bowl, true. But he did lose these games: 2005: Threw 2 INT's and team was down 24-6 late in 4th before statpadding. 74.0 Passer Rating 2006: Blew 18 point lead in AFCCG & threw season ending INT to end with a 79.5 Rating. 2007: Lost as 12.5 point favorite in SB 42 2009: 3 INT's & 49.1 Rating in 19 point home loss 2010: Lost as 9.5 point favorite to the Jets at home 2011: Lost as 3 point favorite, 25.7 Rating in 4thQ in SB 46 2012: Lost as 7.5 point favorite, 62.3 Rating in home loss 2013: Down 23-3 in 4th Q before padding stats in AFCCG loss 2015: Lost as 3 point favorite, 56.4 Rating with 2 INT in AFCCG loss 2017: Lost as 4.5 point favorites, good stats but had crucial dropped pass & game losing fumble 2019: Lost as 4.5 point favorite, threw 0 TD & 59.4 Rating with pick-6 in last game in NE. 2021: Lost as 3 point favorite, 1 TD & 2 turnovers, 72.2 Rating in home loss to Rams. 2022: Lost final career game putting up a putrid 72.2 Rating in a 17 point loss.

@danorlovsky7 Dee Ford classic. Cheffers 2nd quarter performance laughs at this.

Mahomes’ only rival is Tom Brady, who beat him twice in the playoffs and whose ghost he chases daily

@AdamSchefter @PaulHembo Doesn’t Chris Jones get flagged in the 4th quarters for unsportsman-like conduct for “bad words”— is that equitable enough? Spags such a beast.

Penalties during Chiefs’ eight-game win streak in playoffs, via @PaulHembo:   Roughing the passer: Chiefs (0) Opponents (6)   Unnecessary roughness: Chiefs (1) Opponents (4)

@BKSportsTalk Judkins sounds about right.

RB is one of the biggest needs heading into the offseason.

@PunterJeff $MSTR $BTC 🚀🚀🚀🚀

$MSTR air is getting thin $36M of buy side volume (96,000 shares) slingshots the price to $410 I know for a fact that Irresponsibly Long $MSTR is exercising well in excess of 100k shares over the next two weeks Strap in

@JoshMandell6 I have significant $MSTR positions with $IBKR I didn’t receive any notification from them like this.

Ding Ding Ding .... Their risk models are throwing red flags. I used to run some of these models in my youth as a quant analyst at Salomon. I don't want to throw fuel on this nascent spark of which I have been speaking lately, but this is not something one usually sees ... so specific and short-noticed. It's almost like turning off the buy button. There's a story here @btcjvs and @jameslavish ! Does anyone know how to rank brokerage houses based on their options exposure to $MSTR for the upcoming Jan 17th expiration???????? I would greatly appreciate seeing that data if anyone can produce it. @tnorth @Saylor @werkman @dotkrueger @PunterJeff @LorenHodl @LynAldenContact @IIICapital

@MasonFoard @PunterJeff @WSJ Embarrassing superficial “journalism.”

Following a lengthy interview with @PunterJeff and Ryan, the literary geniuses at the Wall Street Journal have zeroed in on their use of those newfangled color-coded spreadsheets. Who would have thought you could color-code spreadsheets?? Also, while showcasing their acute attention to detail, they absolutely nailed the brand of scotch @PunterJeff sips (wow!)—saving them the effort of writing about anything truly substantive. Nice work 👏🏻@GunjanJS , @RachelEnsignWSJ

@dotkrueger $VOO about to get interesting for Lucy Dean in 2025 with $MSTR addition.

TradFi groggily opening their eyes. @Kiplinger $MSTR $QQQ $SPY soon. 🫡 @PunterJeff

$MSTR added to $QQQ!!! CONGRATS @Saylor & $MSTR HODLERS! x.com/i/broadcasts/1…

@AsILayHodling you should probably get out there and buy as much $BTC as you can before @realDonaldTrump and @SenLummis stockpile a gigafuckton.

IDK who needs to hear this, but Microstrategy owning 2% of the bitcoin supply is not a good thing.

@dotkrueger Need a new bullet point for @SenLummis organizing an Oval Office meeting between @realDonaldTrump and @saylor ✅ $MSTR

I've done some modeling of the next year of MSTR ATM issuance and Convert Issuance. I'll share the details in a few days once a few sharp pencils check the analysis. But the broad strokes are clear. 1. MSTR is going to be buying a lot of Bitcoin next year. Probably on par (30 Billion or more) than all the ETF buying so far in 2024. 2. This is going to turbocharge the rally in Bitcoin next year. I am completely convinced BTC 200K is happening, and possibly much higher. 3. MSTR is going to accrete Bitcoin per share as long as the multiple holds. This is massive for existing MSTR shareholders, giving protection against mnav compression. It's not in my opinion sufficient to switch out of BTC for MSTR stock (esp with tax consequences). 4. The Debt is not a risk factor for the next 2-3 years, even in a reasonable bear market. 5. A lot can happen post 2025, including bear markets, strategic bitcoin reserve war accumulation etc. I don't think its too important to focus on it. Let's just narrow our view to the next 12 months.